The Smith-Kvamme-Ampe Team
Serving the greater Sartell, MN; Alexandria, MN; and Naples, FL areas.
Location
Sartell, MN 56377 (320) 253-1828
A team behind every plan
The Smith-Kvamme-Ampe Team sets itself apart by embracing a team approach. Our collaborative strategy with each other, along with the Wealth Enhancement Roundtable of financial specialists, helps us design personal and comprehensive financial planning strategies tailored to you.
Our approach to wealth management is more than just managing investments. We help clients define their futures, make prudent decisions, and implement strategies that can help turn their dreams into achievements. We aim to mitigate tax burdens, plan for retirement, and leave a legacy that lasts.
If you’re looking for a compassionate, attentive, thorough team that’s focused on building sincere relationships, look no further. Reach out to us today and schedule your introductory meeting.
Meet Our Team
Awards & Recognition
View All2025
Five Star Wealth Manager (2025)
Five Star Professional
2024
Five Star Wealth Manager (2024) – Twin Cities
Five Star Professional
2023
Five Star Wealth Manager (2023) – Twin Cities
Five Star Professional
2022
Five Star Wealth Manager (2022) – Twin Cities
Five Star Professional
2021
Five Star Wealth Manager (2021) – Twin Cities
Five Star Professional
2020
Five Star Wealth Manager (2020) – Twin Cities
Five Star Professional
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Sartell, MN
Sartell, MN 56377
Alexandria, MN
Alexandria, MN 56308
Naples, FL
Naples, FL 34108
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
What we’re thinking about
Using Life Insurance Riders to Pay for Long-Term Care
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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